Andrea Jackson
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Articles
Recent activity by Andrea Jackson-
Creating Direct Mail Communications
Want to learn how to create and generate Direct Mail communications (Snail Mail) right from Keela? You've come to the right place! Nicole will take you through the process step-by-step. Checkout ...
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How can I Duplicate an Existing Email Marketing Communication?
You put all your sweat, blood and tears into a fantastic Email Marketing Template but you need to now create another for a different type of communication. Fret not! You can duplicate an existing E...
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Manage a Project
Create a new Project 1. Navigate to Projects in the left menu and then click the bright purple button Create Project. 2. Indicate all of your project details: Name - The name of your project ...
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How to Create a Report
Keela's Reports tool is the one-stop-shop to look at your organization's data in-depth. Here you can look at overarching trends, get a snapshot of some of your macro-level data and consolidate targ...
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Integrate with Xero
Are you ready to complete the next step to integrate with Xero? Hopefully, you've had a chance to complete the first step, to understand a bit more about the integration. We're now on the second st...
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How can I trial or purchase Automation?
Purchase the Premium Feature (and more!) in your Account We've added a new area of Keela where you can view and understand the Premium Features that are available at Keela. Each Premium Feature car...
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Tags, Custom Fields, Segments and Filters - Bringing It All Together
Not all the information you need to collect for Contacts is a default field in Keela - that's because all organizations are unique and have unique data too. This is why we have Tags and Custom Fiel...
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Creating & Sharing a Keela Donation Form
In this training video, we'll demonstrate how to create, customize, and share your Keela Donation Form. Further Resources Getting Started articles - Five steps to get your organization fully imp...
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Donation Forms, an introduction!
What is a Donation Form? Forms can be embedded on your website, a pop-up page or a stand-alone web page that allow a person to enter information. They have blank fields where you can enter your nam...
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Support and Training
Once you subscribe to Keela, your main point of contact will be our Customer Care team. We're proud to be based out of our (now virtual) head office in Canada and are dedicated to helping you reach...